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SCHH - ETF AI Analysis
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Schwab U.S. REIT ETF (SCHH)
Rating:69Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Large Asset Base
With several billion dollars in assets, the ETF is sizable and likely to offer good trading liquidity for everyday investors.
Solid REIT Leaders in Top Holdings
Many of the largest positions, including major real estate names, have shown generally positive year-to-date performance, supporting the fund’s overall results.
Negative Factors
Sector Concentration in Real Estate
Almost all of the portfolio is invested in U.S. real estate, so the fund is heavily exposed to swings in that single sector.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little protection if the U.S. real estate market struggles.
Mixed Performance in Top Holdings
A few of the largest positions have shown weak or negative year-to-date performance, which can drag on the fund’s returns even when others are doing well.
SCHH vs. SPDR S&P 500 ETF (SPY)
AUM9.37B
RegionNorth America
Expense Ratio0.07%
Beta0.47
IssuerSchwab
Inception DateJan 13, 2011
Dividend Yield2.86%
Asset ClassEquity
Index TrackedDow Jones Equity All REIT Capped
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,252,578
30 Day Avg. Volume9,333,668
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
24.43Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering117
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHH Summary
SCHH is the Schwab U.S. REIT ETF, which follows the Dow Jones Equity All REIT Capped Index and invests in U.S. real estate investment trusts (REITs). These are companies that own income-producing properties like apartments, shopping centers, warehouses, and data centers. Well-known holdings include Prologis and Simon Property. Investors might consider SCHH to add real estate exposure and potential income to their portfolio without having to buy property directly. A key risk is that it is heavily tied to the real estate market, so its value can rise or fall with property prices, interest rates, and the economy.
How much will it cost me?The Schwab U.S. REIT ETF (SCHH) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down for investors.
What would affect this ETF?The Schwab U.S. REIT ETF (SCHH) could benefit from a strong U.S. real estate market, driven by economic growth, increasing demand for commercial and residential properties, and its focus on income-generating REITs. However, rising interest rates or economic slowdowns could negatively impact real estate values and REIT performance, as higher borrowing costs and reduced consumer spending may affect property demand. The ETF's reliance on U.S.-based holdings also makes it vulnerable to domestic economic and regulatory changes.
SCHH Top 10 Holdings
SCHH is a pure U.S. real estate play, and its story right now is all about REITs tied to logistics, data, and healthcare. Prologis and Digital Realty are helping lead the charge, riding steady demand for warehouses and data centers, while Equinix adds extra fuel with strong growth, even if its momentum looks a bit choppy. On the income side, Realty Income and Public Storage are quietly pulling their weight. The main drag is Crown Castle, which is stumbling and keeping overall performance from looking even stronger.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.71% | $912.59M | $143.88B | 41.34% | 77 Outperform | |
| Prologis | 8.83% | $830.53M | $125.48B | 19.52% | 76 Outperform | |
| Equinix | 5.71% | $536.52M | $95.45B | 16.49% | 73 Outperform | |
| Simon Property | 4.47% | $419.93M | $60.95B | 17.61% | 70 Outperform | |
| American Tower | 4.46% | $419.13M | $83.83B | -13.43% | 71 Outperform | |
| Realty Income | 4.36% | $410.34M | $60.64B | 16.42% | 70 Outperform | |
| Digital Realty | 4.27% | $401.96M | $61.99B | 23.61% | 69 Neutral | |
| Public Storage | 3.47% | $326.48M | $52.26B | 1.66% | 73 Outperform | |
| Ventas | 2.95% | $277.86M | $41.92B | 29.90% | 68 Neutral | |
| Crown Castle | 2.80% | $262.85M | $37.55B | -9.44% | 45 Neutral |
SCHH Technical Analysis
Neutral
―
Price Trends
21.95
Positive
21.49
Positive
21.21
Positive
Market Momentum
0.14
Positive
43.41
Neutral
28.44
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHH, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 22.77, equal to the 50-day MA of 21.95, and equal to the 200-day MA of 21.21, indicating a neutral trend. The MACD of 0.14 indicates Positive momentum. The RSI at 43.41 is Neutral, neither overbought nor oversold. The STOCH value of 28.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCHH.
SCHH Peer Comparison
Comparison Results
Performance Comparison
SCHH
Schwab U.S. REIT ETF
22.24
1.27
6.06%
XLRE
Real Estate Select Sector SPDR Fund
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―
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USRT
iShares Core U.S. REIT ETF
―
―
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ICF
iShares Cohen & Steers REIT ETF
―
―
―
RWR
SPDR Dow Jones REIT ETF
―
―
―
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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